The headlines across america will read similar to what we have written above. By no means are we discounting this news, this is negative news, and we are not saying that it is not. Before jumping to conclusions please take into…
In taxable accounts at this time of the year we make adjustments to portfolios to realize taxable losses. What this means is we sell an investment and immediately replace this investment with a similar, but not the same investment. As…
With long term rates at all time lows, now is the time to be a borrower if necessary. Mortgage or long term investment loans are the main items falling in this category. 3o year mortgage rates are finally coming down…
The big three automakers will soon be presenting their case before the country. We suspect they will be much better prepaired this time than they were a few weeks back. After being called out about flying each’s private jet to…
Not surprisingly the markets are taking back much of the gains we made last week, which we mentioned in a weekend post review of November was a gain of almost 20%. Retail sales were certainly off, but not as bad…
As Paulson pulled the plug on the original Tarp plans, stating it was not possible to generate the confidence needed, market participants, as measured by the S&P 500, quickly made their feelings known by moving the market to new lows for…
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Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment…
With the market movements lately we found this research very interesting given the grief the markets have has over the last year. Given extremely conservative assumptions the S&P 500 is 14% undervalued, moderate assumptions 24% and reasonable assumptions the S&P 500 is…
Hello all, this is our new company Blog. Due to the speed of recent market activity we will be posting regular comments on our new blog.
